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Basic Search

The Basic Search tool appears on every screen of the application in the upper right hand corner. Once a Value is entered, click on the magnifying glass button and a Search Results list is displayed. The Basic Search Results will only return Documents and Entities that have Custom Fields designated as searchable.

Basic Search Phrases (Values) can include numerical, alphabetical, and wildcard (*) characters depending on the Custom Field.

EXAMPLE 1: *123* returns all Documents and Entities that have "123" somewhere in a Custom Field.
EXAMPLE 2: Tom* returns all Documents and Entities that start with “Tom”, and include other numbers/characters that may follow.

Advanced Search

Click Advanced Search on the right side of the Main Toolbar OR from the Left Navigation Menu under Home. Advanced Searches allow searching on more than one Custom Field, as well as the ability to apply constraints and conditions.


On the Advanced Search page, you can do an initial Quick Search using the single line of input boxes:

  1. Type (Document or Entity)
  2. Search Phrase (Value)

Refine your search by clicking the plus “+” sign next to the word "Advanced". You can also modify the Display Fields of your Search Results.

Click here to learn more about Display Fields

Options for Advanced Search Criteria include:

  1. Select a Custom Field
  2. Set a Parameter
    NOTE: The Parameters will change based on the attributes of your Custom Field.
    EXAMPLE 1: String fields will give the options for Equals, Not Equals, Is Null, and Is Not Null.
    EXAMPLE 2: Date fields will give the options for Equals, Not Equals, Less Than, Greater Than, and more…
  3. Specify a Value (Search Phrase)
    NOTE: A User can Add Search Criteria to search using more than one Custom Field by clicking the plus “+” sign at the end of the row.
  4. When the conditions and parameters correct, click Search.

Search Results

After performing an Advanced Search OR Basic Search, a User can:

  1. Save/Update a search
    Click here to Learn about Saving and Updating Search Results
  2. Use the Menu Options to Add, Move, Export, and more.
    Click here to Learn about Search Results Menu Options
  3. Use Document/Entity Tool Icons to edit Custom Fields, make Annotations to a document, add Journal notes, etc.
    Click here to Learn about Search Results Tool Icons

Accessing and Managing Documents (and Entities)

Documents (and Entities) can be displayed in two different Viewers: DIA and DIAL.


DOMA Imaging App Lite (DIAL)

The first, the DOMA Imaging App Lite (DIAL), presents a quick view of the document and its indexes. This Viewer is used most often to check the contents of a previously scanned document. It is accessed by the first icon on the Search Results screen. This icon can show many different format types (Word, PDF, TIFF, etc.).

Learn more about DIAL

DOMA Imaging App (DIA)

The DOMA Imaging Application (DIA) is launched in a separate browser and features all of the functionality offered in DIAL, while adding scanning and editing capability for image manipulation. This application is used when checking out a document (fourth icon from the left) or scanning a document. The user can add and delete pages, add more pages or documents, or annotate a document with this viewer.

Learn more about DIA

Entity and Document Type Difference

An Entity Type is a category. An Entity, strictly speaking, is an instance of a given Entity Type. The same is said for Document Types vs. Documents: One is the category, the other is an instance of that category.

Learn more about Type Differences

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